Russell Thompson is a financial advisor at Fmsa with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Regal Investment Advisors, Regulus Financial Group, The Prudential Insurance Company of America, and WESTERN SOUTHERN Life. Outside of his advisory work, he is a partner at H&R Insurance and Financial Services LLC, focusing on commercial liability and property insurance. Fmsa is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages approximately $216 million across more than 1,200 clients through a multi-advisor team, providing comprehensive financial planning and discretionary portfolio management with a fundamental, research-driven investment approach.

Filipp Kourenkov is a financial advisor with Baron Silver Stevens Financial Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Baron Silver Stevens since 2007 and also has a longstanding affiliation with Royal Alliance Associates, Inc. Kourenkov serves as a portfolio strategist within the firm, assisting with economic and portfolio analysis. Baron Silver Stevens provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of portfolio management strategies through its Vision2020 Wealth Management platform and offers both discretionary and non-discretionary management with ongoing monitoring and annual reviews.

Brian Staubus is a financial advisor at Landolt Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oberweis Securities, Inc. and LaSalle St Securities LLC prior to joining Landolt Securities in 2020. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, and corporations, managing $137.8 million in regulatory assets as of March 2026. The firm emphasizes fundamental analysis with a focus on small-cap growth stocks and offers both discretionary and non-discretionary portfolio management, along with access to third-party asset management programs.

Nicholas Ventura Jr. is a financial advisor with Ventura Wealth Management in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Ventura Wealth Management since 2010 and was previously with American Portfolios Financial Services, Inc. He serves as treasurer and board member for two child welfare nonprofits, Children’s Homes Society of NJ and PEI Kids Lawrenceville. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a model-based investment approach with a focus on asset allocation and risk control, managing portfolios through a variety of securities and regularly monitoring and rebalancing them.

Borja De La Fuente is a financial advisor at Noesis Capital Management Corp in Boca Raton, FL. He holds a Series 65 credential and has one year of industry experience. Prior to joining Noesis Capital Management, he was a full-time student for several years. Noesis Capital Management provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, foundations, and business entities, serving both high-net-worth and non-HNW households, including foreign clients. The firm employs a research-driven, fundamental equity approach focusing on companies with durable competitive advantages and offers customized portfolio management with moderate diversification.

Everett Youngberg is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Lebenthal Global Advisors in 2020, he worked at Avenir Private Advisors, Kovack Securities, and Capital Guardian Wealth Management. He is also a registered tax preparer and serves as a FINRA arbitrator. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized portfolio management and financial planning through a multi-advisor team managing approximately $820 million in assets.

Jacques Sonnier is a financial advisor at FMSA with two years of industry experience. He holds a Series 65 designation and is based in Delray Beach, Florida. Prior to his advisory role, he has been a student since 2009. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm provides discretionary portfolio management and comprehensive financial planning, following a fundamental, research-driven investment approach focused on company financials and SEC filings.

Jonathan Schiripo is a financial advisor with Alpha Zero LLC in Boca Raton, FL, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Belpointe Asset Management, LLC, The Kornerstone Group, and TCW Global. Outside of advisory work, he is involved as an agent for athletes and serves as a boxing manager, media commentator, and promoter. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, utilizing both fundamental and cyclical analysis alongside modern portfolio theory. The firm offers access to alternative investments and private placements and typically seeks discretionary trading authority to implement its strategies.

Nickolas Alleva is a financial advisor with Sutter Capital Partners, LLC in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at New York Life for nine years before joining Sutter Securities and Sutter Capital Partners. Sutter Capital Partners provides investment management and advisory services and operates a sales-and-marketing practice representing third-party investment managers. The firm focuses on manager selection and due diligence, offering mostly non-discretionary investment advisory services along with financial planning and consulting.

David Vela is a financial advisor at FMSA with 23 years of industry experience. He has been with FMSA since 2011 and holds a Series 63 designation. Outside of his advisory role, he is a partner in a property management business. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm uses a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.

Alexander Harvey is a financial advisor at Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation with 19 years of industry experience. He has been with Harvey Capital Management since 2007. A senior executive at his firm holds a minority interest in a wine and spirits import business. Harvey Capital Management provides discretionary investment management services to high-net-worth individuals and related entities. The firm employs a flexible, bottom-up investment approach combining fundamental and technical analysis, managing portfolios that may include equities, fixed income, ETFs, and covered-call options.

Carrie Prusa is a financial advisor at Baron Silver Stevens Financial Advisors, LLC in Boca Raton, FL, with 19 years of industry experience. She holds a Series 66 designation and has been with both Osaic Wealth, Inc. and Baron Silver Stevens since 2006. Outside of her advisory role, she is a licensed notary. Baron Silver Stevens provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs risk-tolerance questionnaires and asset-allocation modeling to build portfolios using mutual funds, ETFs, individual securities, and third-party managers, offering both discretionary and non-discretionary management with ongoing monitoring.

Ron Eisner is a financial advisor with Amerant Investments, Inc. in Ocean Ridge, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Hightower, Kensington Financial Associates, 1818 Private Client Group, and Leumi Investment Services Inc. Outside of finance, Eisner is a musician and performs with The Resolvers, LLC and Eisner Music LLC, where he also manages administrative functions. Amerant Investments, Inc. serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts with discretionary and non-discretionary portfolio management. The firm emphasizes global, multi-asset diversification and uses model portfolios, third-party managers, and alternative investments, managing approximately $688 million in assets through 15 advisors.

Christopher Kelly Jr. is an advisor at Provenio Capital with Series 65 and Series 63 licenses. He has experience working at several firms, including Premia Solutions Inc. and Tilden Park Capital, and has been with Provenio Capital since 2025. Provenio Capital advises high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies on wealth management and financial planning, with a focus on alternative investments. The firm emphasizes a documented, client-centric process and invests through a curated selection of third-party managers across various asset classes, managing over $1.6 billion with a small advisory team.

Joel Levy is a financial advisor with Baron Silver Stevens Financial Advisors, LLC, holding the PFS™ designation and Series 65 and 63 licenses. He has 27 years of experience in the industry and has been involved with multiple firms, including Levy & Associates, PA and Joel I. Levy, CPA, P.A. Outside of his advisory work, he serves as treasurer for the Chapel Hill Library Foundation and sits on the Chamber of Commerce board in North Carolina. Baron Silver Stevens Financial Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach utilizing risk tolerance assessments, asset allocation tools, and a variety of portfolio management strategies, offering both discretionary and non-discretionary management options.

Jacob Couch is an advisor at FMSA with a Series 65 designation and no prior industry experience. Before joining FMSA, he was owner and principal broker at Porchlight Life & Legacy LLC, a fixed insurance business. He has also worked with Resonate Church Network and Home Depot. FMSA is a privately owned registered investment adviser serving individuals, corporate pension plans, municipalities, and trusts with approximately $216 million under management. The firm employs a fundamental, research-driven investment approach and provides comprehensive financial planning and discretionary portfolio management through a multi-advisor team.

Lawson Wlodkowski is a financial advisor at Benchmark Financial Wealth Advisors LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Morgan Stanley and RMH Investment Management LLC. Lawson also spent time at University of Florida and University of Arizona in earlier roles. Benchmark Financial Wealth Advisors LLC provides wealth guidance, financial planning, and portfolio management to individuals, families, small businesses, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $721.7 million in discretionary assets and employs a multi-manager investment approach combined with both discretionary and non-discretionary management services.

Robert Harvey is a CFA charterholder and founder of Harvey Capital Management Inc in Palm Beach, FL, with 20 years of industry experience. He has led Harvey Capital Management since 1996. Harvey Capital Management provides discretionary investment management primarily to high-net-worth individuals and related entities. The firm employs a bottom-up investment process combining fundamental and technical analysis and manages approximately $523 million in client assets as of December 31, 2024.

Paul Lebowitz is a CFP® with 39 years of industry experience. He has worked at Princeton Global Asset Management LLC since 2019 and has held prior roles at Chelsea Financial Services and Abrahamsenrock, LLC/Fountainhead. Princeton Global Asset Management provides discretionary investment supervisory services and financial planning to individuals, including high net worth clients, as well as pension, retirement, foundation, and endowment clients. The firm employs a fundamentally driven investment process with global macro and geopolitical analysis to construct customized portfolios, often using third-party platforms to manage held-away accounts and implement strategies.

Carson Rowland is a financial advisor at Atlas Financial Advisors, LLC, holding a Series 65 designation with three years at the firm. He has been the president and actor for Teese Inc., an entertainment company that loans his acting services to production companies. Atlas Financial Advisors provides discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm emphasizes fixed-income instruments and employs various analytical methods, including fundamental and technical analysis, while offering customized portfolio management and may recommend third-party money managers when appropriate.